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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,290 | $129,737-30.4% | $119,126-24.2% | $154,746-41.7% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 15.98% | 379.08%-363.1pp | 282.11%-266.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,422 | $4,375-44.6% | $4,034-39.9% | $4,379-44.7% |
| Participant deferral / active EE | $5,132 | $5,842-12.2% | $5,318-3.5% | $6,730-23.7% |
| Admin fee / account holder | $34 | $11,961-99.7% | $10,693-99.7% | $14,365-99.8% |